Our experience of inheritance planning

Following successful negotiations with HMRC to obtain agricultural property relief for inheritance tax (IHT), dealing with substantial restructuring of family trusts to ensure relief is available in the future.

Advising and supervising the rearrangement of an offshore settlement with a value of approximately £1.5 million.

Advising the owner of a highly successful fund management business on how to make a tax saving but at the same time retaining control by putting shares into a trust and taking advantage of business property relief for inheritance tax on the transfer.

Advising wealthy clients on how to help their children with the purchase of their first flat using a trust while retaining control and not taking away the incentive for the children to make their own way in life.

"We have had total confidence in all the advice he has given us and he has made the process as stress-free as possible. I would say Simon is unflappable and has a very calming manner."

Chambers High Net Worth Guide

Sources highlight him as a "standout individual" for his regular contributions as both a speaker and a writer on trust matters.

Chambers High Net Worth Guide

"Cripps ‘manages to combine being a commercial outfit while still delivering a very personal and individual service’."

Legal 500 UK Guide

"Cripps has a "very good reputation" for its private client practice, which often handles complex, high-value matters with international aspects."

Chambers and Partners UK Guide

"I'm very, very impressed with the firm," reports an interviewee, while another praises "the clear professional advice that they offer and the swift responses that they always give."

Chambers and Partners UK Guide

"Sources also describe them as 'innovative, forward-looking and flexible.'"

Chambers and Partners UK Guide

"They're one of the biggest firms, a client could expect a large depth of experience from them, they've got a very big team and they deal with some quite complex issues."

Chambers High Net Worth 2018 Guide

"They've obviously got a strong private client practice - they've got the depth and breadth of expertise, they're a large, well-established firm and they seem to be attracting good people. I think for the more sophisticated clients, they are a one-stop shop."